Casework CRM
A focused workspace for client records, intake, case notes, documents, relationships, assignments, and supervisor visibility.
Client profile + timeline
AI-guided casework operations
Less paperwork.Clearer next steps.
Pype turns case records, notes, documents, policies, tasks, and external portal work into one accountable operating layer for human services teams.
6
operational layers unified
3
review states before AI work becomes action
0
autonomous casework decisions
Why it matters
Casework does not need another place to store data.
Teams need a better way to move from scattered information to visible, reviewable, accountable work.
01
Capture the record
Client profiles, intake details, notes, documents, assignments, and custom fields live in one role-scoped casework workspace.
02
Find the source
Caseworkers can ask questions across policy, SOPs, documents, and client context with answers tied back to evidence.
03
Prioritize the work
Tasks, overdue items, missing documents, stale notes, and next-best-action recommendations surface where staff already work.
04
Audit the decision
Sensitive workflows keep source context, approval state, PHI access events, and traceable task history.
Product proof
A platform shaped around daily casework.
The marketing site now leads with the operational workflows Pype actually supports: CRM records, RAG search, task automation, recommendations, portal assistance, and auditability.
AI Policy Assistant
Source-backed answers from agency policies, SOPs, library documents, case notes, and document summaries.
Cited answer
Work Queue
My Queue, Team Queue, due dates, priorities, task templates, overdue work, and SOP-generated task traceability.
Due today
Next Best Action
Evidence-backed recommendations for missing documents, intake gaps, stale follow-ups, overdue tasks, and policy-driven review.
Approve as task
Portal Assistant
Extension-assisted external portal work with approved skills, scoped evidence, reviewed field drafts, validation, and run logs.
Validate fields
Compliance Guard
Role scoping, PHI access logging, organization controls, audit trails, and human-led AI governance.
Audit-ready
From policy to task
Make agency guidance operational.
Pype can turn SOPs, lifecycle events, and evidence-backed recommendations into reviewed tasks, without presenting AI as an autonomous decision-maker.
Upload policy or SOP content
Extract draft task templates for admin review
Enable rules for client events or field changes
Route generated work through the queue with traceability
Pype operations layer
Admin task management
Generated task history
Active rule
Client opened
Template: Intake checklist
SOP import
AI draft review complete
Policy change
Impact scan queued
Portal assistant
A modern layer for the systems agencies still have to use.
Pype's extension story is a strong marketing differentiator: keep the required external portals, but reduce duplicate entry with reviewed drafts, validation, and audit trails.
The extension should be marketed as a governed assistant, not a bot: approved domains, approved skills, scoped evidence, review before insertion, validation after insertion, and run history.
01
Recognize
Match an approved page and workflow skill.
02
Retrieve
Pull only the client evidence needed for the task.
03
Review
Show field-level drafts before anything is inserted.
04
Validate
Check missing fields and log the completed run.
Role journeys
Different roles, one operating layer.
The website should make every buyer see themselves immediately: frontline staff, supervisors, agency admins, and compliance reviewers.
Caseworkers
A daily workspace that reduces searching, retyping, and memory-based follow-up.
Tasks due todaySource-backed policy answersDrafted portal entriesClient-linked work
Supervisors
Team visibility for overdue work, recommendation review, and workload risk.
Team queueRecommendation approvalsStale casework signalsWorkload analytics
Admins
Controls to operationalize agency policy without hard-coding every workflow.
Task templatesRecommendation rulesCustom schemasGenerated history
Compliance
Evidence and audit context for sensitive casework decisions.
PHI access logsApproval trailSource citationsRole-scoped retrieval
Responsible AI
Human-led by design, audit-ready by default.
For human services buyers, trust is not a footer item. It needs to be a front-page product story.
Human-in-the-loop recommendations
Source citations for policy-driven work
Role and organization scoping
PHI access logging
Domain controls for portal workflows
Model and prompt traceability where AI is used
Market position
Pype helps teams know what to do next.
Compete with legacy platforms by showing a sharper story: from policy, to recommendation, to assigned task, to audit trail.
Child welfare
Documentation and follow-up without generic CRM language.
Emergency housing
Intake, reporting, and compliance-oriented workflows.
Multi-program teams
Configurable tasks, fields, dashboards, and roles.
Government portals
Reduce duplicate entry into required external systems.
Show the workflow, not just the software.
Walk prospects through a realistic casework flow: capture the record, search policy, review recommended action, complete portal work, and preserve the audit trail.